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Learn why finding the right partner is a game changer when it comes to tech selection. Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino Erin Hulse, Founder & CEO, Deviate Consulting

Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM

How AV’s integrated accounting and investment performance technology is trusted by hundreds of clients to run their Family Office like a business. With clear vision, firm control, and a lasting legacy. Chirag Nanavati will present the reasons why customers bet on Asset Vantage and how we are establishing a solid presence in North America. We will highlight our product USPs and core features via a product demo and customer on-boarding stories. This will be followed by a twenty-minute Q&A session.

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). They are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. Andrew Thomas, Strategic Account Executive | Family Office & Accounting Partnerships, BILL Kent Lawson, COO, FOX

With rising complexity in global risks and shifting insurance markets, family offices face increasing challenges in safeguarding their assets and operations. Gain timely insights into emerging exposures, evolving coverage trends, and strategic approaches to risk management.

With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability, and the Age of Alpha through the lens of current market conditions and explore what we believe matters most to Family Office investors in the second act of the year. Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors

The presence of mega trends in our industry illustrates how the UHNW family's perspective on their wealth, time and needs have dramatically shifted. We will share these fundamental changes and why mega trends matter in our industry. David Toth, President, Membership, FOX

Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey. John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group Russ Sullivan, Shareholder, Brownstein

This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.